+6,893.4%
URI vs FCEL
-99.9%
+6,993.3%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.9% | -0.3% | +1.4% |
| 7D | -2.0% | -15.8% | +13.8% | -0.1% |
| 30D | -12.9% | -29.3% | +16.3% | -9.7% |
| 3M | -6.7% | -30.1% | +23.4% | -6.5% |
| 6M | +19.0% | +74.4% | -55.5% | +2.8% |
| YTD | +25.5% | +104.5% | -79.0% | +5.5% |
| 1Y | +5.5% | +281.4% | -275.8% | -20.4% |
| 3Y | +111.3% | -66.1% | +177.4% | +94.5% |
| 5Y | +198.6% | -91.9% | +290.4% | +207.5% |
| 10Y | +1,179.9% | -99.2% | +1,279.1% | +1,070.0% |
| All | +6,893.4% | -99.9% | +6,993.3% | +4,702.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FCEL.
Daily Out/Under-Performance
Portfolio return minus FCEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCEL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded FCEL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling